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Post by mnkdfann on Jul 13, 2019 9:12:59 GMT -5
I clicked on the doctor’s name and other articles popped up. Here is another article he wrote. Insulin injection: recent improvements and alternatives The most common way for patients with diabetes to self-administer insulin is subcutaneously via a needle injection. Patients with type 1 diabetes require multiple daily injections (MDI), adding up to some 1500 injections per year per patient, to control their glucose level. Also, many patients with type 2 diabetes would benefit from (intensive) insulin therapy to achieve their glycaemic target. Painful insulin injections or fear thereof present a barrier to treatment initiation and long-term adherence in patients. Not surprisingly, research into alternative ways of administering insulin, without the need to break the skin barrier, such as via the oral [1], buccal [2], nasal or pulmonary route, has gained interest for decades. Despite these efforts, research into alternative insulin administration has not yet produced any commercially viable products and subcutaneous injection remains the only option for almost all patients. blog.profil.com/blog/author/dr-eric-zijlstraDirect link to entire article: blog.profil.com/blog/insulin-injection-recent-improvements-and-alternativesAfrezza is mentioned in the last section.
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Post by mnkdfann on Jul 12, 2019 12:37:22 GMT -5
Is there as effective an alternate rescue medication available for ashtma in this case? If there is no other good option, you have to use what is available. plytle , I saw your post just after I posted above - the point is spot on.
mnkdfann , the point was not whether there were options available, but rather rtmd implied it would be a malpractice risk to prescribe an inhaled medication for "an ailment whose hallmarks are airway constriction and difficulty breathing." Care guidelines for asthma illustrate the silliness of that claim. I was making a different point. My point was as to whether other rescue medications were available for ashtma. If not, plytle's argument can't be applied to the Epi situation.
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Post by mnkdfann on Jul 12, 2019 1:00:17 GMT -5
I agree with mnkdfann , I would be weary just carrying a inhaler. Or what if I don’t inhale enough of the dose? I could see people carrying both but from a cost perspective isn’t really isn’t feasible. Insurance barely wants to cover the pen, no way they will cover both This is the deal. Most people know when an allergic reaction is approaching. Usually they have about 20 minutes from onset to full blown stop breathing unconsciousness. So it's that 20 minutes that MNKD's EPI HALE will fit with their CRICKET Device. Just imagine the cost savings. MNKD could charge $100 bucks vs $600 for an EPI Pen. If insurance is involved it could be as low as $50 to the patient. That's a HOMERUN for MNKD because the production cost will be minimal. HUGE MARGINS. And you will have less fear of patients JABBING a PEN into their thigh every time. I see huge market potential. Yes, and I remember when people argued that fear of needles would lead to fast and massive acceptance of Afrezza. Time alone will tell if Epi is coming to Mannkind, and whether it proves to be a game changer.
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Post by mnkdfann on Jul 11, 2019 23:36:29 GMT -5
I think a bigger problem would be getting docs to prescribe it. How do you explain to a malpractice jury that you prescribed an inhaled drug to treat an ailment whose hallmarks are airway constriction and difficulty breathing? Hello. Ever heard of asthma? I have...and have had it for 47 years. It's pretty much a disease that is ALL ABOUT a person's inability to breathe. What happens when you have a severe attack and breathe? You take your inhaler. Come on. Is there as effective an alternate rescue medication available for ashtma in this case? If there is no other good option, you have to use what is available.
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Post by mnkdfann on Jul 11, 2019 21:54:37 GMT -5
As far as Epi goes your throat doesn’t close up for 20 minutes, there’s plenty of time to inhale. Why would you need to carry a pen also? Those pens expire in 18 months, people have to pay $1200 every 18 months to carry them. And with the Epi inhaler you can do it at the first sign of something, doesn’t matter if you’re wrong or not it will not hurt you in the least. People are hesitant to take the shot because they’re not sure. According to various expert opinions I've seen, like those at the Mayo clinic, wheezing and gasping can start within seconds to a few minutes for some people. Your throat may not be closed, but it may already be too hard for you to inhale (properly and successfully) a powder medication at that point. Heck, we all know that some people with unrestricted throats and perfect breathing have had difficulty inhaling Afrezza properly for their first attempts, and we've all heard of people who stopped using Afrezza because it didn't work (likely because they did not inhale properly).
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Post by mnkdfann on Jul 11, 2019 21:46:56 GMT -5
Spencer told everybody what the name of the unnamed molecule was. Unfortunately I can’t remember the name. It has the same compound in it that Cialis does but would not be used in the same way. "United Therapeutics bought exclusive rights to commercialize Adcirca (tadalafil) for the treatment of PAH in the United States from Eli Lilly LLY in November 2008. Eli Lilly markets tadalafil as Cialis for erectile dysfunction." finance.yahoo.com/news/united-therapeutics-uthr-down-despite-132601369.html
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Post by mnkdfann on Jul 11, 2019 19:17:41 GMT -5
Maybe I am wrong but wouldn’t patients still need to carry an Epi-pen on them? In the rare case there is an anaphylactic reaction, your airway can close quite quickly (not to mention any associated anxiety). I understand a majority of the cases don’t progress to that level but let’s say for the sake of discuss, if Mannkind does develop and inhalable epi, will people need to still carry a back up pen? People have argued this back and forth from time to time on this forum for months if not years. I'm on the side that most risk-averse people would want to carry a pen. I certainly would.
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Post by mnkdfann on Jul 11, 2019 18:17:52 GMT -5
I'm curious as to why they threw in Epi in that PR. If the main goal of this expansion was primarily due to Trep-T then shouldn't they have just said it? Another PR with more questions than answers, I wish Mike & Co would just tear off the band-aid once and for all with some real clarity and transparency. Just those 3 extra words: "such as epinephrine". As an example of a dry powder formulation, it is one that most readers would be familiar with. They could have listed something more exotic, such as Treprostinil, but a lot of retail investor readers (especially those not currently invested in Mannkind, i.e. potential investors) may not be so familiar with that. Even some analysts, I suppose. Also, whether Mannkind has any real intention to do Epi or not, mentioning it still excites its devoted retail fan base. And, of course, it could signal that Mannkind is serious about doing Epi. I think it's fair to say, without knowing more, that the PR wasn't as clear as it could be. It raises unanswered questions.
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Post by mnkdfann on Jul 9, 2019 18:35:00 GMT -5
27% institutional investors I believe has gone up a little bit? I think we need to know what Simply Wall St. is counting, and what date that figure is really for. The infographic says it is as of July 9, but since that is today I think it is clear the data is not as it says as institutions clearly don't report second by second. FWIW, Yahoo Finance puts the institutional investors figure at over 30%. Another FWIW comment, if one registers and accesses the Mannkind page at Simply Wall St. one will see that it describes MNKD as overvalued at 1.14 and gives a fair intrinsic value price of 0.85. I maintain the Simply Wall St. article is fairly useless (for serious investing opinions and data, I mean). YMMV.
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Post by mnkdfann on Jul 9, 2019 14:39:35 GMT -5
I'm sure MC is aware of this, right?! 如果他的团队没有睡着 Rúguǒ tā de tuánduì méiyǒu shuìzhe 睡着或昏迷 感谢上帝为谷歌翻译
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Post by mnkdfann on Jul 9, 2019 13:53:14 GMT -5
Google
What Kind Of Shareholders Own
and you'll see that Simply Wall St. pumps these articles out every day. Essentially computer generated articles using a template that replaces some numbers and adjectives and stock phrases from article to article.
IMO, they are basically just SPAM to drive readers to the Simply Wall St. site.
But if people enjoy them, it's all good.
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Post by mnkdfann on Jul 9, 2019 7:34:00 GMT -5
At SeekingAlpha, SO wrote: "I bought in at $76. Not long ago."
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Post by mnkdfann on Jul 8, 2019 14:13:22 GMT -5
Pretty much aged, matt, NYlefty and mnholdem seem to have their facts straight ..and just FYI, they do not have a meeting with the BOD ( yet ) they have a meeting with the general counsel ..one step at a time:-) I'm liking the part about who the meeting is with (not so sure about the first part of your statement, we'll see). Any thoughts to share about what Vdex hopes to get out of a meeting with the General Counsel? How did it come about? Did Vdex contact the Counsel, or were they sent there via MC or the Board? To put it another way, is the meeting with the GC what Vdex asked for / wanted or is it a booby prize given by MC and / or the BOD just to get Vdex off their backs?
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Post by mnkdfann on Jul 8, 2019 7:40:12 GMT -5
Anything is possible, but Occam's razor suggests it is just what the article says it is. China looking for a new improved better replacement for Afrezza. (And see funding note below.) If it was Mannkind behind the scenes, why would the paper be bad-mouthing Afrezza by commenting on its relative high cost, poor sales, people worried about its safety, etc? So I'm surprised there are 'longs' over at StockTwits giving this paper a thumbs up, but nothing surprises me much any more. BTW, in case anyone missed details about the paper's funding: "This work was supported by the Ministry of Science and Technology of China (No. 2017ZX09101001-005-003), the National Natural Science Foundation of China (No. 81501579) and (No. 81673364), the Natural Science Foundation of Jiangsu Province (No. BK20150702), the Science and Technology Development Fund of Nanjing Medical University (2016NJMU105), the Priority Academic Program Development of Jiangsu Higher Education Institutions and the Postgraduate Research & Practice Innovation Program of Jiangsu Province (KYCX17_0674)." I'm sure MC is aware of this, right?! Never mind MC, does Bill (Vdex) know?
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Post by mnkdfann on Jul 7, 2019 16:36:40 GMT -5
Conor is still out there hustling each week, trying to get as much race time as he can.
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